-11.5%
BA vs ZBRA
+23.4%
-34.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.0% | -0.8% |
| 7D | -1.7% | -9.5% | +7.8% | -0.3% |
| 30D | -9.5% | -15.6% | +6.2% | -7.2% |
| 3M | -26.5% | -13.2% | -13.2% | -25.0% |
| 6M | -27.4% | +44.5% | -71.9% | -32.2% |
| YTD | -20.6% | +34.5% | -55.2% | -26.2% |
| All | -11.5% | +23.4% | -34.9% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling